The UMT Employees Provident Fund Trust

Loan Form

Member Name Code PF Acc. #

Designation School / Department

Date of Joining (UMT) (dd/mm/yyyy) Membership of PF (Since) - (dd/mm/yyyy)

Current salary Current salary Amount Date of

(Gross) (Basic) applied application

Reason for withdrawal:

Have you ever availed the loan facility from UMT? Yes No

Rs.
If Yes, please mention the details about most recent one;Amount Date of borrowing
.
Repayment status (Fully Repaid) Yes No

Please attach supporting documents (if any)

Have you ever availed the loan facility from UMT Employees Provident Fund Trust? Yes No

Rs.
If Yes, please mention the details about most recent one;Amount Date of Withdrawal

Repayment status (Fully Repaid) Yes No

I fully agree with the repayment schedule as per PF loan policy.

Member’s Signature

For Office Use Only

Current Accumulated Balance: Amount Approved:

Rs. Rs.
Approved amount in terms of Approved Amount (times of Basic Salary):
% of Total Accumulated balance:

Repayment Schedule

No. of Starting from Repayment Through salary

Monthly Installment
Installments (dd/mm/yyyy) Method Through Cross Cheque

Approved By

Treasurer
UMT Employees Provident Fund

Name: Signature: Date:

Reasons for withdrawal

Version-II (Updated in November 2017)

1. To pay expenses in connection with the illness

2. To purchase motor cycle / motor vehicle

3. To pay for overseas passage by reason of health or education

4. To pay expenses in connection with marriage, funeral or other ceremonies.

5. To pay expenses in connection with the performance of Haj

6. To meet the expenditure on building or purchasing a house or site for house

7. To meet the expenditure on repairs, renovation or extension of a residential house

8. To purchase shares of a public limited company

9. To meet expenditure on the purchase of agricultural land from Government (on the sole discretion of trustees)

10. To repay a loan taken from a financial institution (on the sole discretion of trustees)

11. Any other reason (on the sole discretion of trustees)

12. Leave preparatory to retirement (at the discretion of trustees)

Version-II (Updated in November 2017)